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NAINX vs RLBBX
NAINX vs RLBBX Comparison
Open Charts NAINX vs RLBBX
Virtus Tactical Allocation A
Price$10.31
Change-$0.24 (-2.27%)
VolumeN/A
Net Assets621.52M
American Funds American Balanced R2
Price$33.21
Change-$0.87 (-2.55%)
VolumeN/A
Net Assets235.03B
NAINX vs RLBBX Comparison Chart
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NAINX vs. RLBBX commentary
Apr 04, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is NAINX is a Hold and RLBBX is a Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 235B vs. NAINX (622M). NAINX pays higher dividends than RLBBX: NAINX (1.62) vs RLBBX (1.27). NAINX was incepted earlier than RLBBX: NAINX (85 years) vs RLBBX (23 years). RLBBX (1.33) is less costly to investors than NAINX (1.07). RLBBX is a more actively managed with annual turnover of: 171.00 vs. NAINX (37.00). RLBBX has a lower initial minimum investment than NAINX: RLBBX (250) vs NAINX (2500). RLBBX annual gain was more profitable for investors over the last year : 0.60 vs. NAINX (-3.73). RLBBX return over 5 years is better than : 41.66 vs. NAINX (27.80).
| NAINX | RLBBX | NAINX / RLBBX | |
| Total Expense Ratio | 0.99 | 1.33 | 74% |
| Annual Report Gross Expense Ratio | 1.07 | 1.33 | 80% |
| Fund Existence | 85 years | 23 years | - |
| Gain YTD | 0.256 | -2.343 | -11% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 622M | 235B | 0% |
| Annual Yield % from dividends | 1.62 | 1.27 | 127% |
| Returns for 1 year | -3.73 | 0.60 | -624% |
| Returns for 3 years | -6.23 | 7.26 | -86% |
| Returns for 5 years | 27.80 | 41.66 | 67% |
| Returns for 10 years | 19.68 | 41.83 | 47% |
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